Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF eröffnet haben, gehören Goldman Sachs Group Inc, Jpmorgan Chase & Co, VestGen Advisors, LLC, Intentional Wealth Strategies, LLC, Golden State Equity Partners, Wells Fargo & Company/mn, Fifth Third Bancorp, und Root Financial Partners, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 15.278 | 21,50 | 388 | 19,38 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 9.372 | 238 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9.655 | 0,80 | 245 | -0,81 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 105.261 | 4,47 | 2.676 | 2,73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44.085 | 465,70 | 1.121 | 457,21 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 19.428 | 2,15 | 494 | 0,41 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 63.849 | 150,78 | 1.623 | 146,50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.566 | 272 | ||||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 15.244 | 0,81 | 387 | -0,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19.936 | 57,86 | 505 | 54,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 115.983 | 103,95 | 2.948 | 100,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39.967 | 1.014 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 185.413 | 10,98 | 4.713 | 9,10 | ||||
| 2026-05-05 | 13F | UBS Group AG | 33.838 | 17,07 | 860 | 15,13 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 129 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 45.335 | 1.152 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 24.460 | 622 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 101.913 | 4,31 | 2.590 | 2,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.067 | 129 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13.672 | 0,74 | 348 | -0,86 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 41.385 | 19,96 | 1.052 | 17,96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 51 | -1,96 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25.951 | 1.064,77 | 660 | 1.056,14 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.118 | 10,30 | 287 | 10,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.820 | 72 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 144.742 | 7,18 | 3.679 | 5,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42.563 | 196,46 | 1.082 | 191,37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155.917 | 5,01 | 3.963 | 3,26 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 167.106 | 47,36 | 4.248 | 44,90 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 20.394 | 10,29 | 518 | 8,37 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 15.729 | 0,06 | 400 | -1,72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.500 | 140 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 11.761 | 2,24 | 299 | 0,34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 37.875 | 76,29 | 963 | 73,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 54.047 | 12,83 | 1.374 | 10,90 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15.250 | 23,48 | 388 | 21,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 36.865 | 0,68 | 937 | -0,95 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 50.600 | 18,22 | 1.286 | 16,27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 31.996 | 0,54 | 827 |
